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Support your clients with inheritance tax planning

I'm excited to let you know about another step in our journey to offer you an integrated protection proposition for your clients, with the launch of our new Whole of Life Insurance+.

Addition to your estate planning service

Whole of Life Insurance+ is a hassle free way of giving your clients ongoing protection as part of a broader estate planning service. It can help to mitigate inheritance tax liabilities or enable your client to leave a legacy for their family in the form of a financial gift.

The policy includes:

Availability on a single life, joint life first death or joint life second death basis

Life change benefits - take out additional cover without further underwriting

Inheritance tax benefit - take out additional cover if there is a change in inheritance tax legislation without the need for further underwriting.

You'll also get a personal, proactive service for high value clients and technical expertise from a brand you can trust:

Pre-qualify client applications prior to financial and medical checks

Initial assessment of application completed within 24 hours

Assessment of any other evidence associated with the application within 48 hours

Trust, taxation and technical expertise on hand throughout the application process